Hall CPA PLLC · 2 days ago
Real Estate Senior Accountant
Hall CPA PLLC is a 100% virtual CPA firm focused on serving Real Estate Investors, Syndicates, and Fund Managers. As a Real Estate Senior Accountant, you will supervise staff accountants, review financial statements, and provide guidance to clients while building strong relationships.
AccountingManagement ConsultingProfessional ServicesReal Estate Investment
Responsibilities
Supervise a team of staff accountants to ensure quality and timely work product by clearing roadblocks, setting deadlines, managing capacity, and providing training and guidance
Demonstrate a working knowledge of the accounting framework by reviewing the work of staff accountants and providing individualized feedback and review notes for the team's betterment
Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships
Confidently and comfortably consult with clients regularly via video conference, phone call, or email and, when needed, resolve concerns
Become a trusted advisor to our clients on best accounting practices and process building, and offer other firm services as needed to help them achieve their goals
Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis
Lead efficient client onboarding utilizing project management tracking to ensure a smooth and satisfactory client experience
Within our firm, help identify opportunities and implement positive solutions by leveraging collaboration, technology, and automation to create a more efficient and effective work environment
At year-end, provide a seamless and clean hand-off of client books to our tax team for tax return preparation
Qualification
Required
Bachelor's or Master's in Accounting from an accredited college or university
Minimum of 2-3 years senior-level review experience, preferably with real estate and small business clients
Minimum 1-2 years of experience working with a team of staff accountants to produce quality deliverables and drive company culture and expectations
Extensive experience with QuickBooks Online, Yardi, and other property management software
Knowledge of entity types, entity structuring, and entity transactions
High level of technical ability with Microsoft Excel and Google Suite
Proven track record of successfully working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time
Effective written and oral communication skills and strong interpersonal skills
Preferred
Public accounting experience preferred
CPA not required, but will be compensated according to credentials and experience
Benefits
Unlimited vacation and sick days
Health insurance
401(k) matching
Engaging, ongoing training
Company laptop provided
Tech reimbursement for computer/tech accessories provided
Company
Hall CPA PLLC
At Hall CPA, we help high net worth individuals, real estate investment companies, syndicates, and private equity funds save thousands in taxes, streamline their accounting process, and grow their companies with outsourced CFO services.